Online Courses
Build a Solid Financial Foundation + Set Yourself up for Success
Financial Foundations
Get confident with your money — and make it work for you.
Financial Foundations is your step-by-step guide to feeling confident about your finances.
Starting your career is exciting — but managing your money for the first time can feel confusing and stressful. This course simplifies it all: from paychecks and taxes to investing and saving for what matters most.
Forget random Google searches. You’ll walk away with a clear, personalized plan for your money — one that fits your goals, lifestyle, and future.
Learn to earn, save, and invest with confidence — and make your money work for you.
$249
INVESTING WITH CONFIDENCE
Investing 101: Everything you need to know to get started
Learn investing fundamentals, including an introduction to stocks, bonds, asset allocation, diversification, and more
Get started investing by choosing your investment portfolio and opening your first investment account
Go beyond the theory to taking action with real-life example walk-throughs of investments
Understand how to consider ongoing maintenance of your investments, such as rebalancing and tax-loss harvesting
$99
*These courses are not investment advice, and is meant to be educational only. Students signed up for these courses are not clients of Momentum Financial Planning LLC. If you’re interested in becoming a client, please contact Sarah at momentumfinancialcoaching.com.